GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,852
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$31.3M
3
+$30.8M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.2M
5
MSFT icon
Microsoft
MSFT
+$21.1M

Top Sells

1
+$2.59M
2
+$334K
3
+$143K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$89.2K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$49K

Sector Composition

1 Financials 10.27%
2 Technology 8.21%
3 Healthcare 4.34%
4 Consumer Discretionary 3.03%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$201K 0.02%
8,994
-1,420
552
$200K 0.02%
+5,487
553
$200K 0.02%
+935
554
$200K 0.02%
+3,560
555
$200K 0.02%
+2,826
556
$199K 0.02%
+4,871
557
$198K 0.02%
+2,260
558
$198K 0.02%
+570
559
$197K 0.02%
+2,018
560
$197K 0.02%
+16,065
561
$196K 0.02%
+2,841
562
$196K 0.02%
+12,623
563
$194K 0.02%
+7,642
564
$193K 0.02%
+1,389
565
$192K 0.02%
+4,800
566
$191K 0.02%
+3,530
567
$191K 0.02%
+3,177
568
$188K 0.01%
+4,839
569
$187K 0.01%
+2,269
570
$187K 0.01%
+3,009
571
$187K 0.01%
+1,896
572
$186K 0.01%
+3,258
573
$185K 0.01%
+2,092
574
$184K 0.01%
+4,972
575
$184K 0.01%
+684
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